FRIENDS OF EXUMA CO CHAMBERLIN OWEN & CO INC (EIN 853011462) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

ROBERT J COUGHLIN

Phone

8594310700

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF EXUMA CO CHAMBERLIN OWEN & CO INC, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $315K in total revenue in fiscal year 2023. Expenses of $920K exceeded revenue, resulting in a 192% operating deficit.

Mission

TO SERVE THE PEOPLE & THE ECOSYSTEM OF EXUMA & FACILITATE FUNDING & ORGANIZATION AROUND PROGRAMS & INITIATIVES THAT WILL ALLOW FOR EXUMA TO GROW IN A HEALTHY & SUSTAINABLE MANNER AS IT ALLOWS EXUMIANS TO ACHIEVE A BETTER QUALITY OF LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $282,170

Program Service Revenue $0

Investment Income $32,932

Other Revenue $0

TOTAL REVENUE $315,102

Expense Breakdown

Grants Paid $911,345

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $911,345

Other Expenses $8,553

TOTAL EXPENSES $919,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,102	$327,831	0.0%
Expenses	$919,898	$199,824	+3.6%
Net Income	$-604,796	$128,007	-5.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT J COUGHLIN	PRESIDENT	10.00	Officer Director	$0	$0	$0
BEVERLY BRINGNER	SECRETARY	10.00	Officer Director	$0	$0	$0
WILLIAM P SANFORD JR	TREASURER	10.00	Officer Director	$0	$0	$0
CHRISTIAN M JOEST	BOARD MEMBER	5.00	Director	$0	$0	$0
KELLY TATTERSALL	BOARD MEMBER	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$315,102	$919,898	$422,312	$-604,796
2022	$327,831	$199,824	$1,027,108	$128,007
2021	$820,802	$94,248	$899,101	$726,554
2020	$218,500	$45,954	$172,546	$172,546

FRIENDS OF EXUMA CO CHAMBERLIN OWEN & CO INC